Insured Wealth Management | Offices located in North Texas.

Contact

Contact

If you would like to learn more about Insured Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today at (972) 767-8370.

Phone:
McKinney (Local): (972) 767-8370

Rockwall (Local): (972) 412-6064

McKinney Office:
306 S. Tennessee St., McKinney, TX 75069

Directions:

When heading north on Hwy. 75, exit Hwy 5. Follow Highway 5/McDonald St. to Elm St. Turn left on Elm St. then right on Tennessee St. We are located a few blocks north on the left side of the street.

When heading south on Hwy. 75, exit Hwy. 380. Turn left (heading east) on Hwy. 380 to Hwy. 5/McDonald St. Turn right on Hwy. 5/McDonald St. (heading south) to E. Davis St. Turn right on E. Davis St. (heading west) to Tennessee St. Turn left on Tennessee St. and we are located 1 block south on the right.

Rockwall Office:

6800 Heritage Pkwy. Suite 203, Rockwall, TX 75087

Directions:

When traveling east on Hwy. 66 towards Rockwall from George Bush Tollway, turn right on Harborside St. just before you cross the 2nd bridge over the lake.

When traveling west on Hwy. 66 toward Rowlett, turn left on Harborside St. immediately after you cross the bridge over the lake.

We are located in the large yellow Victorian style house (behind Kyoto). Our office is located on the second floor, Suite 203.

Plan for Financial Independence

It is important to feel you have control over your future. At Insured Wealth Management, we offer our experience and expertise to help you design your own plan for financial independence.

Contact us today to schedule a free introductory consultation! Call us at (972) 767-8370 or simply fill out the form below.

Investment Advisory services offered through Marc Christopher Helfrich Registered Investment Advisor and Richard Gary Lucas II Registered Investment Advisor. Insurance products and services offered through Insured Wealth Management. No legal or tax advice, opinions or recommendations are being made in respect to this content. You should consult an attorney or tax professional concerning such advice, recommendations or opinions.